Terri L. Luensmann
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terri Lynn Luensmann, who also goes by Terri Lynn Real, was a registered financial professional .
Terri is a previously registered financial professional and started their career in finance in 1986. Terri had worked at 2 firms and has passed the SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 19, 2007 - April 4, 2017
USAA FINANCIAL ADVISORS, INC.
May 22, 1986 - April 4, 2017
USAA INVESTMENT SERVICES COMPANY
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL ADVISORS, INC.
CRD#: 129035 / SEC#: , 8-66197
Contact information
Documents
Red Flags
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